Investment Administration Team Lead

HUB24; Sydney; Hybrid; AUD 120,000 - 170,000; Full time

Benefits offered by this job

Employee Share Scheme

Flexible and hybrid working

Enhanced parental leave

Wellbeing support

Job summary

HUB24 is seeking an experienced Investment Administration Team Leader to guide the day-to-day operations of our Investment Administration team. You will oversee reconciliations, fees, and treasury processes while maintaining service excellence.

You will coach staff, manage workflow and collaborate with Client Services, Product, Technology and Compliance to deliver accurate, timely outcomes and a seamless client experience.

Qualifications

• Experience in financial services, ideally investment administration or platform operations.
• Strong knowledge of financial instruments and platforms.
• Understanding of Australian taxation, securities and cash products.
• Demonstrated leadership with coaching and development of team members.
• Clear written and verbal communication with stakeholders.

Responsibilities

• Lead day-to-day operations of the Investment Administration team.
• Coach and develop team members with regular feedback and training.
• Oversee cash and investment reconciliations, fees and treasury processes.
• Monitor performance, quality and compliance with policies.
• Build relationships with custodians, fund managers and brokers.
• Identify process improvements and support business change.

Skills

Leadership

Stakeholder mgmt

Investment admin

Financial instruments

Communication

Taxation knowledge

Education

Relevant tertiary qualifications

Job description

About HUB24At HUB24, we’re rethinking the way wealth management works, combining platform, technology and data to create better outcomes for financial professionals and their clients.Our purpose is simple: Empower better financial futures, together .What sets us apart is how we work. We back bold thinking, move with pace, and turn ideas into action. You’ll have the opportunity to make a real impact across your team, the business, and for the clients we support every day.HUB24 Limited is an ASX-listed company (ASX: HUB) and part of the ASX100. We have over 1,100 employees across Australia, with offices in Sydney, Melbourne, Brisbane, Perth and the Gold Coast.Why you’ll enjoy working hereWe create an environment where you can do your best work and see the impact of it.Work with smart, collaborative people who get things done.Your ideas won’t sit in a backlog, they’ll be heard, tested and actioned.Grow your career your way, with support to learn, stretch and explore new opportunities.We also offer benefits to support you inside and outside of work:Genuinely flexible and hybrid ways of working.Employee Share Scheme.Additional leave and wellbeing support.Enhanced parental leave and support through different life stages.Everyday benefits, including discounts and financial wellbeing support.Why this is an exciting opportunityThis is an exciting opportunity for an experienced financial services leader to guide a high-performing Investment Administration team and make a meaningful impact on operational and client outcomes.As the Investment Administration Team Leader, you’ll oversee the team’s day-to-day operations, ensuring investment administration activities are delivered accurately, efficiently and within required timeframes. You’ll balance people leadership with operational oversight, managing workflow, performance, quality, risk and stakeholder relationships while fostering a collaborative and service-focused team culture.You’ll also play an important role in improving processes and controls, resolving complex operational matters and supporting business change. Working closely with teams across Operations, Client Services, Product, Technology, Compliance, Finance and Risk, as well as external partners, you’ll help deliver a seamless experience for clients and advisers.What you’ll be doingLead the day-to-day operations of the Investment Administration team, managing workflow, resource allocation and priorities to deliver accurate and timely outcomes.Lead, coach and develop team members, setting clear expectations and building capability through regular feedback, training and cross-skilling.Oversee key investment administration activities, including cash and investment reconciliations, fees, treasury processes, transactions, income and cash movements.Monitor operational performance, quality and service standards, ensuring effective controls and compliance with relevant policies and procedures.Act as an escalation point for complex operational matters, client service issues and complaints, working with stakeholders to drive effective resolution and service recovery.Build and maintain strong relationships with internal teams and external partners, including custodians, banking partners, fund managers and brokers.Partner with Client Services and broader Operations teams to resolve enquiries and transactional issues and support a seamless client experience.Identify and drive opportunities to improve processes, controls, service outcomes and operational efficiency.Support operational initiatives, projects and business change, ensuring the team remains informed and supported through change.Foster a collaborative, accountable and service-focused team culture that encourages ownership, initiative and continuous improvement.What you bringYou don’t need to tick every box, but experience in the below will set you up for success.Experience & SkillsDemonstrated financial services experience, ideally within investment administration, platform operations or a similar environment.Strong knowledge of financial instruments, investment products, platforms and the financial planning industry.Sound understanding of Australian taxation, securities and cash products as they relate to investment administration.Demonstrated leadership capability, with experience coaching, developing and supporting team members to achieve strong outcomes.Strong problem-solving and stakeholder management skills, with the ability to influence, negotiate and navigate competing priorities.Clear and confident written and verbal communication skills, with the ability to build trusted relationships across a range of stakeholders.A positive, solutions-focused approach with a strong commitment to service excellence, quality and continuous improvement.Adaptability and resilience, with the ability to remain calm and considered in a fast-paced, changing environment. Relevant tertiary qualifications are highly regarded.Our processWe aim to keep the process simple and respectful of your time:You’ll receive an acknowledgement after applying.Our Talent team will review your application and keep you updated.If shortlisted, we’ll connect to learn more about you.Interviews may be virtual or in person.You’ll receive an outcome and feedback.If you need any adjustments, please let us know - we’re here to support you.Our commitmentWe’re committed to building an inclusive environment where everyone feels valued and supported to do their best work. We welcome applications from people of all backgrounds, identities and experiences.Agencies, we work with a panel of preferred suppliers and are not accepting any unsolicited CVs.